Dynasty Wealth Management’s Intuit INTU Stock Holding History

Dynasty Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,015	Closed	-$2M	–	364
2025 Q4	$2M	Buy	3,015 +292	+11%	+$193K	0.02%	134
2025 Q3	$1.86M	Sell	2,723 -503	-16%	-$363K	0.02%	121
2025 Q2	$2.54M	Sell	3,226 -989	-23%	-$669K	0.04%	72
2025 Q1	$2.59M	Sell	4,215 -144	-3%	-$86.5K	0.04%	77
2024 Q4	$2.74M	Buy	4,359 +371	+9%	+$237K	0.05%	80
2024 Q3	$2.48M	Sell	3,988 -143	-3%	-$91.3K	0.07%	61
2024 Q2	$2.71M	Sell	4,131 -57	-1%	-$35.4K	0.08%	70
2024 Q1	$2.72M	Buy	+4,188	New	+$2.67M	0.09%	65

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dynasty Wealth Management's INTU Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 3,015 shares — an estimated $2M sold.

Dynasty Wealth Management first reported a position in INTU in Q1 2024 and held it in 8 quarters. The position peaked at $2.74M in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Dynasty Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 3,015 Intuit shares in Q1 2026, an estimated $2M.
Dynasty Wealth Management first reported a position in Intuit in Q1 2024 and held it in 8 quarters.
Dynasty Wealth Management's Intuit position peaked at $2.74M in Q4 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.